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Disclosery

COBIZ WEALTH, LLC: CMA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of COBIZ WEALTH, LLC on CMA, newest first. How the timeline and the estimate are built.

COBIZ WEALTH, LLC held 4,776 CMA shares at 2019-06-30 per its 13F-HR filed 2019-07-08.

the latest 13F is the newest step

  1. period ended2019-06-30
    13F 4,776 shares
    Change vs previous 13F -59,295 shares

    0.07% of the 13F portfolio, value $347,000.

    13F-HR 0001324659-19-000009 filed by COBIZ WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2019-03-31
    13F/A 64,071 shares
    Change vs previous 13F +33,065 shares

    0.91% of the 13F portfolio, value $4,698,000.

    13F-HR/A 0001324659-19-000007 filed by COBIZ WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2018-12-31
    13F 31,006 shares
    Change vs previous 13F -26,629 shares

    0.47% of the 13F portfolio, value $2,130,000.

    13F-HR 0001324659-19-000002 filed by COBIZ WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2018-09-30
    13F 57,635 shares
    Change vs previous 13F +100 shares

    1% of the 13F portfolio, value $5,199,000.

    13F-HR 0001324659-18-000008 filed by COBIZ WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2018-06-30
    13F 57,535 shares
    Change vs previous 13F +6,405 shares

    1.06% of the 13F portfolio, value $5,231,000.

    13F-HR 0001324659-18-000006 filed by COBIZ WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2018-03-31
    13F 51,130 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $4,905,000.

    13F-HR 0001324659-18-000004 filed by COBIZ WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).